Profit Sharing · DOL Form 5500 · 2023

The Education Trust Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
123
Participants Small participant base
72nd
Percentile by assets National rank
$157,769
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Education Trust, Inc. 403(b) Defined Contribution Plan · Sponsored by The Education Trust · District of Columbia · Educational Services

$19M in assets, 123 participants

The Education Trust's The Education Trust, Inc. 403(b) Defined Contribution Plan reported $19M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,053 in Educational Services (3,735 peers)

Coverage in District of Columbia

The Education Trust, Inc. 403(b) Defined Contribution Plan covers 123 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#2,053
in Educational Services (3,735 peers)
+19.6%
assets growth YoY

The Education Trust, Inc. 403(b) Defined Contribution Plan's outsized position by total assets

The Education Trust, Inc. 403(b) Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,405,558 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Education Trust, Inc. 403(b) Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Education Trust, Inc. 403(b) Defined Contribution Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Education Trust, Inc. 403(b) Defined Contribution Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Education Trust, Inc. 403(b) Defined Contribution Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521982223 · The Education Trust PY 2023 · Profit Sharing

The Education Trust, Inc. 403(b) Defined Contribution Plan · $19M · 123 · 72nd

  • BOOK $19M
  • VS-ST 123
  • BOY 72nd
  • SCH Profit Sharing
  • EBSA near Snapdocs 401(k) Plan
  • PART ind #2053

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in District of Columbia →

The Education Trust, Inc. 403(b) Defined Contribution Plan in the asset neighbourhood

Spike Enterprises Inc. Retirement PlanSpike Enterprises Inc. Retir…$19MGE Puerto Rico Savings Plan$19MAmerican Diabetes Association Defined Contribution PlanAmerican Diabetes Associatio…$19MThe Education Trust, Inc. 403(b) Defined Contribution PlanThe Education Trust, Inc. 40…$19MSnapdocs 401(k) Plan$19M
End-of-year total assets ($M) among The Education Trust, Inc. 403(b) Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN521982223
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Education Trust)

Sponsor-wide plan assets over time

All The Education Trust plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.69398017911526% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.3M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 123 $16M
2023 1 123 $19M
2024 1 130 $22M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Education Trust, Inc. 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants The Education Trust, Inc. 403(b) Defined Contribution Plan, Total assets ($M): 19.405558 · Participants: 123The Education Trust, Inc. 403(b) Defined Contribution PlanI.a.M. National 401(k) Plan, Total assets ($M): 828.140673 · Participants: 33154I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 255.449348 · Participants: 682Williams & Connolly LLP Profit Sharing Plan and TrustArentfox Schiff Profit Sharing Plan, Total assets ($M): 253.029043 · Participants: 763Arentfox Schiff Profit Sharing PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 173.335713 · Participants: 531Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.The Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 114.280635 · Participants: 1042The Medical Faculty Associates 401(a) Retirement Plan
The Education Trust, Inc. 403(b) Defined Contribution Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare The Education Trust, Inc. 403(b) Defined Contribution Plan side-by-side with 3 peers →

The Education Trust, Inc. 403(b) Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is Snapdocs 401(k) Plan in CA ($19M); by covered participants it is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Education Trust, Inc. 403(b) Defined Contribution Plan assets move in 2023? ▼
The Education Trust, Inc. 403(b) Defined Contribution Plan grew sharply - up 19.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have The Education Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Education Trust's sponsor-wide assets grew 37.7%, from $16M to $22M.
Which Profit Sharing plans are similar in size to The Education Trust, Inc. 403(b) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Snapdocs 401(k) Plan in CA ($19M, 291 participants).
Which Profit Sharing plans cover a similar participant headcount to The Education Trust, Inc. 403(b) Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (123 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521982223.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.